Ann: S&P DJI Announces September 2021 Quarterly Rebalance, page-32

trading has been dodgy for months......something is cooking. long enough in the tooth to know this is not a $400m company and when something doesn't look right, it's generally not; performance solid, financial metrics solid and improving, wylie still keen, AA not wanting dilution, westpac interested in bundll, leasing going nuts (and what would that cashflow be worth with the low IRRs of today!!), strong balance sheet, competitors in bnpl clearly needing strategic solutions to achieve profitability, travel soon to return (key for us). this company is worth more and pushing it out of indices means more value for future shareholders when (not if) it re-enters. i find this stock puzzling and just cannot wrap my head around the low value being ascribed.......when i have been flummoxed like this over the past 30 years of investing i've usually been right in my thinking that either something up, or the market is just being it's usual lazy self and waiting to be lead....in this case i think the company is worth substantially more so i'm not selling one single share of the many I hold!!